The 5 Minute Investor Podcast

Underrated REITs: Residential (CAR.UN) vs. Commercial (BTB.UN) | Ep. 30


Listen Later

With a more dovish interest rate environment on the horizon, we're talking about Canadian real estate stocks that could be poised for a rebound. This week, we analyze two underrated REITs with strong fundamentals and potential upside.

Jon Brown looks at Canadian Apartment Properties REIT (TSX: CAR.UN), one of Canada's largest residential landlords. He explores how its strategic acquisitions in unregulated markets and a stock price trading below fair value create a compelling opportunity for both growth and income. Then, Trevor Abes dives into BTB REIT (TSX: BTB.UN), a diversified commercial REIT whose market capitalization is trading at a significant discount to its property values, creating a potential 40%+ margin of safety for value investors.

This Episode's Picks:

Canadian Apartment Properties REIT (TSX: CAR.UN): A large-cap residential REIT with a stable monthly dividend, a strategic focus on high-demand markets, and a stock price that analysts believe is trading 20% below fair value.

BTB REIT (TSX: BTB.UN): A diversified commercial REIT (industrial, office, retail) with a proven track record of profitability and a deep value proposition, trading at a significant discount to its net asset value.

Topics Discussed:

  • Investing in Canadian Real Estate Investment Trusts (REITs).
  • The impact of Bank of Canada interest rate cuts on the real estate market.
  • Comparing residential vs. commercial REITs.
  • How to identify undervalued REITs and margins of safety.
  • The importance of monthly distributions for income investors.
  • Further Reading & Resources:

    • Rate cut opportunity: Why you should eye real estate, small-caps, and key sectors
    • CAPREIT reports second quarter 2025 results
    • A Canadian real estate stock with a margin of safety
    • BTB announces resilient Q2 operational results with growth in the rental renewal spread, reaching 4.8%
    • This week’s picks: TSX:CAR.UN | TSX:BTB.UN
    • Follow The Podcast:

      • Follow on Podbean
      • Follow on Spotify
      • Follow on Apple Podcasts
      • Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

        ...more
        View all episodesView all episodes
        Download on the App Store

        The 5 Minute Investor PodcastBy Stockhouse


        More shows like The 5 Minute Investor Podcast

        View all
        The Joe Rogan Experience by Joe Rogan

        The Joe Rogan Experience

        229,776 Listeners

        Wall Street Breakfast by Seeking Alpha

        Wall Street Breakfast

        1,038 Listeners

        The Dividend Guy Blog Podcast by Dividend Guy

        The Dividend Guy Blog Podcast

        65 Listeners

        The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

        The Rational Reminder Podcast

        466 Listeners